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A lot of great points in bringing Workfront to enterprise class implementations. Governance is key, tagging reports, forms and users appropriately is a necessity. Another key is to get the sharing right, if your sharing is too open users will have to wade through a lot of non-pertinent information. If you lock down sharing too much your team will spend a lot of time asking for access. Both sides can cause that frustration that leads users to dismiss a system. Since requests are often an early access point, I set most queues as visible only with view access to a project as this gives you the most control of access. I love using layouts to push on-object dashboards to focus the UI for each type of user in the system. This allows you to combine system fields and custom fields with conditional formatting to control how users interact with the system. CapabilitySource is a great group that is using Workfront as a tool in the complete process of working with marketing and compliance organizations to analyze their current processes and design TO-BE processes before starting implementation. Switching to a new tool is a great time to evaluate what you are doing and why. But every organization needs to stand back periodically and re-evaluate the why behind how you work. We've also developed a suite of tools called CapabilitySource Connect that fill in some of the gaps in Workfront in large implementations using the API. My favorite is the campaign builder, this uses a custom form to gather the campaign information and can assemble multiple templates to build out a complete marketing campaign with proper team assignments and all of the optional tasks included/excluded as indicated. There are also tools to generate sequential reference numbers, maintain a campaign hierarchy at the project level, create design and report folder structures and assign users to projects based on multiple attributes. And most of this is run from tabs within Workfront so your users don't know that you are extending the base capabilities. And then we have compliance customers that are taking API to whole new levels with our help. One of the great things about Workfront is that it's a very flexible tools. One of the frustrating things about Workfront is that it's a very flexible tool. Spend the time, consider a strategic partner and this tool can sing in an enterprise. -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com - we simplify your work so you can run your business -
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